Blog
The awareness to invest in stocks /equity is increasing and abundant information is available on internet and also through Artificial Intelligence. Available information can be used by some investors wisely but it is affected by emotions of investors.
In Investing you would like to put your mo...
Quick answer: Choose the Regular Pathway if you want to build financial-planning career step by step. Consider Fast Track only if you hold a specified qualification and meet the applicable relevant-work-experience criteria verified under FPSB India rules.
Graduation can be an important mi...
The right financial advisory certification India pathway depends on the career you want to build. If your goal is holistic personal financial planning, including goals, cash flow, risk, tax, retirement and estate considerations, the CFP® pathway is relevant. If your role involves regulated investmen...
A Diploma in Wealth Management in India can be a useful starting point for graduates and early-career professionals who want to understand financial planning, investments, portfolio construction, risk, taxation and client relationships. The right choice depends less on a course label and more on wha...
The financial planner salary in India in 2026 varies widely by job title, experience, city, employer and client responsibility, with public salary databases reporting national averages anywhere between roughly ₹ 3.8 lakh and ₹ 6 lakh per year, and role specific pay climbing far higher for wealth man...
Preparing for the CFP® exam in India is easier when the syllabus, exam sequence, and weekly study routine are planned in advance. FPSB India requires candidates to complete the education pathway, pass the prescribed examinations, meet the ethics requirement, and satisfy the experience requirement be...
India’s wealth management industry is expanding as investor participation rises, affluent households grow, and advisory needs become more specialized across cities and client segments. That growth is increasing demand for professionals who can combine financial knowledge, client trust, and practical...
Choosing the best degree for a financial planning career in India depends on your starting point, career goals, and how quickly you want to build job ready skills. For some students, a broad commerce or management degree creates a useful base. For others, a specialized pathway in financial planning ...
If you want to build a career in wealth advisory, private banking, financial planning, or investment distribution, choosing the right wealth management certification in India is one of the first big decisions. In 2026, the market offers multiple options, but the best fit depends on your education le...
Students who want to build a career in wealth management often compare a specialized financial planning qualification with a broader postgraduate management degree. A common question is whether PGDFP™ or an MBA in Finance is the better route for long-term growth in India’s wealth, advisory, and clie...
- Do they need more Corpus
- Do they need less as compared to couples with children
Introduction
For many professionals in India, an MBA in Finance builds a strong foundation in management, markets, and corporate decision-making. But in 2026, many MBA graduates are also asking a sharper question:
can CFP® be the next step that helps them move into personal financial planning, wealth ...
Periods of geopolitical tension are not just anomalies; they are stress tests for the resilience of financial markets and, more importantly, for investor psychology.
Whether it was the shockwaves of 2022 following the Russia–Ukraine war, or the current volatility surrounding the US-Iran conflict and ...
As geopolitical tensions are rising globally, financial planners recommend their clients to build a Core and Satellite portfolio using mutual fund schemes to optimise their long-term returns and meet their financial goals.
Let us understand Core and Satellite Portfolio in the accumulation s...
January 2026 gave us a behavioural signal that we should not ignore.
For the first time in recent years, inflows into Precious Metal ETFs, particularly gold and silver, exceeded total inflows into equity mutual funds. In a country that has spent the last decade building SIP discipline and deepening f...
Understanding intrinsic value helps you avoid buying expensive stocks and buy fairly priced stocks
“Price is what you pay, and value is what you get,” said Warren Buffett explaining the distinction between cost and true worth. In investing, it is commonly called intrinsic value. It is a re- min...
If finance were a chessboard, the CFP and CFA are not rival pieces; they are players sitting at entirely different tables. Both require intellect, ethics, and grit, but they serve different missions and mindsets.
Think of the CFA charterholder as someone embodying Cal Newport’s Deep Work, analyt...